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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2151
Liberty Capital Management
Liberty Capital Management
Michigan
$35M -$1.09M 5 9.43% Reduced
2152
FIM
FWL Investment Management
Texas
$34.9M +$1.23M 5 21.35% Increased
2153
Advisory Research
Advisory Research
Illinois
$34.9M +$5.5M 6 2.74% Increased
2154
Rice Hall James & Associates
Rice Hall James & Associates
California
$34.8M +$8.49M 4 1.24% Increased
2155
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
$34.8M -$4.11M 5 5.23% Reduced
2156
Fernwood Investment Management
Fernwood Investment Management
Massachusetts
$34.7M -$420K 9 11.36% Reduced
2157
LJHT
Laurie J. Hall Trustee
$34.7M -$1.22M 12 12.29% Reduced
2158
CAM
Centre Asset Management
New York
$34.7M -$3.18M 3 17.57% Reduced
2159
Redwood Investments
Redwood Investments
Massachusetts
$34.7M -$3.83M 6 2.73% Reduced
2160
Harbour Capital Advisors
Harbour Capital Advisors
Virginia
$34.6M -$423K 8 8.52% Reduced
2161
John G. Ullman & Associates
John G. Ullman & Associates
New York
$34.6M -$3.61M 6 4.75% Reduced
2162
Morningstar Investment Management
Morningstar Investment Management
Illinois
$34.5M +$34.2M 3 5.23% New
2163
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$34.5M +$1.23M 15 8.96% Increased
2164
Beech Hill Advisors
Beech Hill Advisors
New York
$34.4M -$474K 7 13.07% Reduced
2165
HRC
Hoertkorn Richard Charles
$34.3M -$696K 5 13.89% Reduced
2166
Frisch Financial Group
Frisch Financial Group
New York
$34.3M -$602K 5 10.76% Reduced
2167
NVWM LLC
NVWM LLC
Pennsylvania
$34.3M +$2.92M 10 10.7% Increased
2168
Selective Wealth Management
Selective Wealth Management
Virginia
$34.3M +$729K 13 13.99% Increased
2169
GFG Capital
GFG Capital
Florida
$34.3M -$3.6M 6 10.31% Reduced
2170
Cadence Bank NA
Cadence Bank NA
Texas
$34.3M -$146K 6 9.33% Reduced
2171
J. Arnold Wealth Management
J. Arnold Wealth Management
Ohio
$34.2M +$7.09M 4 15.35% Increased
2172
Hohimer Wealth Management
Hohimer Wealth Management
Washington
$34.2M -$1.35M 4 7.2% Reduced
2173
Iowa State Bank
Iowa State Bank
Iowa
$34.2M +$4.21M 5 8.05% Increased
2174
Cooper Financial Group
Cooper Financial Group
California
$34.2M -$480K 6 12.89% Reduced
2175
Patient Capital Management
Patient Capital Management
Maryland
$34.1M +$36.4M 4 9.84% New